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BNP Paribas Tax Advantage Plan

 

 

 

The scheme aims to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time.

 

Fund Managers - Shreyash Devalker since Oct 2011

 

Strategy


Even though the portfolio bends towards large-cap stocks, this is a flexi-cap fund, with enough mid- and small- cap exposure to influence its performance. In fact, at 12 per cent, the small-cap exposure is substantially higher than the 8 per cent that is average for the category. However, while the mid-caps have done well, most of its small cap investments have not worked out. Among large caps, stocks like Reliance Industries, Infosys, ONGC, ICICI Bank, BPCL, ITC and GAIL have been regulars in the portfolio. Except for Reliance, they have all generated good returns for the fund. Other successful ventures have been large caps like Lupin, Wipro, Bajaj Auto, HCL and small companies like Vardhman Textiles, Repco Home Finance and Sterlite Technologies. Compared to its benchmark, the fund is significantly overweight on the telecom sector and underweight on FMCG. Its top five sectors include communications, energy, financial, healthcare and technology. Cash has always been below 10 per cent and the portfolio is generally limited to 40-50 companies.

 

Performance
The fund has been in the top two quartiles for the last three years. Its three year annualised return is 9.63 per cent, substantially higher than the category average of 4.45 per cent. It contained its slide in the market downturn of 2011 when the fund gave a negative return of 15 per cent while the category average was 24 per cent. Compared to the first few years after its 2006 launch, this is a much improved performance and has propelled the fund into the front ranks of the category.

 

Why invest?
Sustained superior performance and a proven expertise in beating peers across different phases of the market cycle makes this an attractive option.

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